Barton Investment Management

Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NFLX, SHOP, AMZN, BL, AL, and represent 62.66% of Barton Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: GLBE, OWL, OKTA, DCT, AL, SPY, BILL, PEP, AAPL, BL.
  • Started 3 new stock positions in PEP, BILL, SPY.
  • Reduced shares in these 10 stocks: Avalara (-$23M), COUP, EA, NFLX, AMT, TROW, SHOP, ORCL, JNJ, PYPL.
  • Sold out of its positions in Avalara.
  • Barton Investment Management was a net seller of stock by $-20M.
  • Barton Investment Management has $509M in assets under management (AUM), dropping by 3.47%.
  • Central Index Key (CIK): 0001387818

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Portfolio Holdings for Barton Investment Management

Barton Investment Management holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Netflix (NFLX) 22.5 $115M 388k 294.88
Shopify Cl A (SHOP) 14.6 $74M 2.1M 34.71
Amazon (AMZN) 11.9 $60M 719k 84.00
Blackline (BL) 8.1 $41M 611k 67.27
Air Lease Corp Cl A (AL) 5.6 $29M +2% 742k 38.42
Equinix (EQIX) 5.1 $26M 40k 655.03
Paypal Holdings (PYPL) 4.9 $25M 346k 71.22
American Tower Reit (AMT) 4.7 $24M -3% 114k 211.86
Okta Cl A (OKTA) 3.3 $17M +18% 245k 68.33
Coupa Software (COUP) 3.0 $15M -23% 193k 79.17
Duck Creek Technologies SHS (DCT) 2.5 $13M +13% 1.1M 12.05
Electronic Arts (EA) 2.0 $10M -16% 83k 122.18
Global E Online SHS (GLBE) 1.5 $7.8M +117% 377k 20.64
Microsoft Corporation (MSFT) 1.3 $6.4M 27k 239.82

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Qualcomm (QCOM) 1.1 $5.8M -4% 53k 109.94
Berkshire Hathaway (BRK.A) 0.9 $4.7M 10.00 468710.90
Apple (AAPL) 0.9 $4.4M +4% 34k 129.93
Blue Owl Capital Com Cl A (OWL) 0.8 $4.3M +1254% 406k 10.60
Berkshire Hathaway Inc. Class B 0.7 $3.3M 11k 308.90
Johnson & Johnson (JNJ) 0.6 $2.9M -10% 16k 176.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.6M 13k 191.19
T. Rowe Price (TROW) 0.4 $2.2M -14% 20k 109.06
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.8M 21k 88.23
Abbvie (ABBV) 0.3 $1.6M 9.6k 161.61
Exxon Mobil Corporation (XOM) 0.3 $1.4M 13k 110.30
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M -3% 13k 88.73
Abbott Laboratories (ABT) 0.2 $1.1M 9.9k 109.79
Adobe Systems Incorporated (ADBE) 0.2 $1.1M 3.2k 336.53
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $1.1M 18k 57.82
Merck & Co (MRK) 0.2 $905k 8.2k 110.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $780k NEW 2.0k 382.43
Oracle Corporation (ORCL) 0.1 $595k -36% 7.3k 81.74
Walt Disney Company (DIS) 0.1 $569k +11% 6.6k 86.88
Cigna Corp (CI) 0.1 $547k 1.7k 331.34
Costco Wholesale Corporation (COST) 0.1 $468k 1.0k 456.50
Bill Com Holdings Ord (BILL) 0.1 $465k NEW 4.3k 108.96
Pfizer (PFE) 0.1 $446k 8.7k 51.24
ICU Medical, Incorporated (ICUI) 0.1 $394k 2.5k 157.48
Northern Trust Corporation (NTRS) 0.1 $341k 3.9k 88.49
Automatic Data Processing (ADP) 0.1 $334k 1.4k 238.86
Teleflex Incorporated (TFX) 0.1 $300k 1.2k 249.63
American Express Company (AXP) 0.1 $281k -43% 1.9k 147.75
Pepsi (PEP) 0.0 $202k NEW 1.1k 180.66

Past Filings by Barton Investment Management

SEC 13F filings are viewable for Barton Investment Management going back to 2010

View all past filings